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34. The Psychology Behind Lead Generation & Conversion with Derek Notman
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Most financial advisors are solving the wrong problem. They're obsessing over lead generation when the real issue is lead conversion - and the psychology behind why prospects don't convert reveals everything about building genuine client relationships.
Derek Notman, founder and CEO of Couplr, brings a unique perspective shaped by his early work at a residential treatment center with at-risk youth and his experience as a successful advisor who survived the brutal early years when nine out of ten advisors fail. He discovered that the same psychological…
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